IT PMO & TECHNOLOGY BUSINESS MANAGER

Sanjeev Ranjan

15 years leading IT PMO governance, portfolio delivery, and executive reporting across financial services technology — turning agile and waterfall programs into predictable, measurable outcomes.

About

A delivery and business manager who works at the seam of strategy, execution, and people.

I bring 15 years of financial services experience supporting senior leadership across strategy, budgeting, performance analytics, governance, and organizational planning.

I advise executives on priorities, financial planning, operating models, and ROI analysis — translating complex initiatives into clear roadmaps and accountable metrics. Most recently, I led IT PMO governance and technology business management at UBS and Infosys.

I run the operating rhythm of technology delivery — RAID governance, portfolio health reporting, agile and waterfall execution, and the dashboards that let leadership see risk before it becomes a problem.

Experience

A timeline of impact.

  1. Senior Project Manager · Infosys

    Apr 2026 – July 2026

    United States

    • Led cross-functional technology program delivery and PMO governance for a complex product and operational implementation, managing project plans, milestones, risks, dependencies, stakeholder updates, UAT coordination, cutover planning, and go-live execution.
    • Defined project routines, escalation paths, and reporting cadence across business, technology, QA, and operations stakeholders.
    • Drove deliverables to completion by removing blockers, managing changing priorities, maintaining documentation discipline, and ensuring timely communication of risks, decisions, portfolio status, and delivery outcomes to stakeholders.
  2. Director, Technology Business Manager · UBS

    Oct 2024 – Apr 2026

    United States

    • Owned IT PMO governance and portfolio management routines across a $21M–$24M technology portfolio, defining project plans, milestones, dependencies, risks, and executive reporting routines.
    • Directed financial governance for a $21M–$24M annual technology budget, consistently hitting year-end targets.
    • Maintained JIRA dashboards, RAID logs, and decision logs to monitor portfolio health and delivery accountability.
    • Provided matrix leadership across 250+ employees and contractors, improving internal staff ratio from 71% to 80% and staff engineering ratio from 80% to 92%.
    • Delivered $3M in cost savings through vendor renegotiation and workforce optimization.
  3. Credit Suisse was acquired by UBS, with the merger finalized in 2024. I moved into a new role under UBS in October 2024 after the transition.

  4. VP, Business Manager · Credit Suisse

    Sep 2015 – Oct 2024

    United States

    • Oversaw a 60M+ CHF annual budget and workforce strategy for 600+ FTEs across Investment Banking and Group Function Technology.
    • Managed contracts with 18+ tech vendors, owning compliance reviews, SOX/audit points, and cost allocations across 45 applications.
  5. Senior Project Analyst · Accenture

    Nov 2014 — Sep 2015

    India

    • Served as senior project analyst for Bank of Ireland — monitored program costs, QA, and dashboards for senior leadership.
    • Drove risk, issue, and dependency management to ensure compliance with European banking regulations.
  6. Senior Project Analyst · Amdocs

    Sep 2010 — Nov 2014

    India

    • Led budget planning and P&L tracking for global telecom clients including Vodafone, True/XL, and Axiata.
    • Applied Theory of Constraints with Concerto Critical Chain to deliver ~25% savings in cycle time and budget across accounts.

Skills

What I work with.

Business & Strategy

Budgeting & ForecastingWorkforce PlanningVendor GovernanceOperating ModelsROI Analysis

Leadership

Executive ReportingStakeholder InfluenceCross-functional PartnershipOrg DesignPerformance ReviewsContinuous ImprovementProcess StandardizationQuality DisciplineDashboard ReportingLeadership Decision Support

PMO Governance

RAID GovernanceUAT ReadinessGo-Live ExecutionChange ControlProject GovernancePortfolio HealthPortfolio ManagementProgram ManagementProject PrioritizationDelivery GovernanceImplementation Partner Coordination

Delivery & Metrics

Agile DeliveryWaterfall DeliveryHybrid DeliveryProject PlanningMilestone TrackingDependency ManagementRisk/Issue ManagementProject MetricsPortfolio MetricsPerformance MeasurementBaseline TrackingOperational Reviews

Tools & Methods

JIRAConfluenceMicrosoft Power BITableauMS ProjectVisioServiceNowAgile/KanbanPrince IIPSM IAzure AZ-900Theory of ConstraintsExcelPowerPointOnePPM/ClarityBeeline

Domain

Financial ServicesRisk TechnologyInvestment BankingRegulatory & ComplianceCloud Cost Management

Certifications

Certified, and actively building deeper AI expertise.

PRINCE2 — Project ManagementPSM I — Professional Scrum MasterMicrosoft Azure AZ-900OpenAI — Foundations Certified
PlannedOpenAI — Applied AI FoundationsPlannedOpenAI — Agents and WorkflowsPlannedClaude Certified Associate — FoundationsPlannedClaude Certified Architect — Foundations

Highlights

Selected projects.

500+ org changes

CS–UBS Integration

Played a key role in large-scale integration — simplifying workforce and reporting processes across 60+ MSA requests, 500+ org changes, and 80+ hiring/conversion/relocation actions in Risk Technology.

60+ files validated

OpenAI Data Extraction — Production Deployment

At UBS, played PM, BA, and QA roles for an OpenAI-powered data extraction rollout in Commercial Lending — coordinating delivery, partnering with Credit Officers, validating 60+ client onboarding files, and supporting a successful production release.

$3M saved

$3M Cost Savings Program

Delivered a $3M budget reduction through vendor renegotiation, workforce optimization, and internalization — without compromising delivery continuity.

+9% internal ratio

Workforce Optimization

Raised internal staff ratio from 71% to 80% (toward 85% FY27 goal), improved staff engineering ratio by 12%, and lifted India/Poland presence by 5%.

AI & Automation

Smarter delivery.

Beyond managing technology delivery, I build and apply AI tools to solve real PMO problems.

60+ files validated

OpenAI Data Extraction — Production Deployment

At UBS, played PM, BA, and QA roles for an OpenAI-powered data extraction rollout in Commercial Lending — coordinating delivery, partnering with Credit Officers, validating 60+ client onboarding files, and supporting a successful production release.

Gemini Edition

AI Requirements Assistant

Problem

PMOs and BAs spend hours after every meeting manually turning raw notes into requirements, user stories, acceptance criteria, and risks.

Solution

A 4-stage AI pipeline (requirements → stories → acceptance criteria → risks) that generates a structured, ID-linked requirements package from raw meeting notes, powered by Google Gemini.

Benefit

Turns a multi-hour documentation task into a reviewable first draft in seconds, complete with a live traceability matrix and flagged ambiguities that still need a human decision.

View demo
Claude Edition

AI Requirements Assistant

Problem

Same documentation bottleneck — but also a question of whether the same solution can be built reliably on more than one AI platform.

Solution

The identical 4-stage pipeline and traceability approach, built as a self-contained Claude Artifact that calls the Claude API directly from the browser — no separate backend.

Benefit

Demonstrates the same working solution shipped on two different AI platforms and architectures, from a single lightweight in-browser build.

View demo
Claude Code

AI-Assisted Expense Tracker

Problem

Translating business requirements directly into working software usually needs a traditional dev handoff, slowing delivery and diluting PM oversight along the way.

Solution

Built a full-stack expense tracking app end-to-end using Claude Code as an AI development partner, applying a "big prompt" methodology — describing complete feature requirements upfront rather than incremental prompting. Next.js, TypeScript, and Tailwind CSS, with expense data persisted client-side via localStorage. Explored three parallel implementation approaches (simple export, advanced multi-format export, cloud-integrated export) using Git branching to compare options before selecting a direction — mirroring real portfolio evaluation and delivery decisions.

Benefit

Shows the ability to direct AI-driven delivery end-to-end — requirements, build, quality review, and version control — while retaining PM-level oversight (reviewing every file change, approving every command) throughout, not just prompt engineering in isolation.

View code
Claude Code

Custom Documentation Automation Command

Problem

Documentation debt — inconsistent, manually written, quickly-outdated docs — and the common failure of writing only for developers while end users are left without guidance.

Solution

Designed a reusable Claude Code slash command (/generate-docs) using a structured prompt-engineering framework (Task instructions, Arguments, Reusable process steps, Guided examples, Explicit outputs, Template naming, Error handling, Documentation). Given only a feature name, it analyzes the relevant code, classifies the feature as frontend/backend/full-stack, and generates two distinct, purpose-built documentation files: (1) a technical specification for developers — architecture, API details, and implementation notes — and (2) a user guide for non-technical readers — plain-language, step-by-step instructions with real captured screenshots. Both follow the project's existing documentation patterns, are cross-linked to each other, and are cross-referenced against related existing documentation.

Benefit

Demonstrates applying PMO governance instincts (standardization, dual-audience communication, traceability, built-in quality checks) directly to a technical AI workflow, rather than one-off AI usage.

View code
Claude Code

Parallel Feature Development with Git Worktrees & AI Subagents

Problem

Serial AI development is slow when multiple independent features are ready to build at once — and parallel work risks silently hiding the coordination points that still need human judgment.

Solution

Designed and ran a parallel AI development workflow combining Git worktrees with Claude Code subagents — spinning up multiple isolated working directories, each on its own branch, and assigning an independent AI subagent to build a full feature in each simultaneously (no shared state, no interference). Used this to build two features in parallel and surfaced a genuine shared-dependency conflict during integration (both features independently modified the app's navigation component in incompatible ways), requiring a manual reconciliation decision.

Benefit

Demonstrates orchestration of multi-agent technical delivery and the PMO skill of identifying and resolving shared-dependency conflicts between concurrent workstreams — a direct technical analogue to managing parallel project tracks.

View code
Planned

AI RAID & Status Digest

Problem

Project status updates arrive scattered across emails, chats, and notes, making it hard to keep an accurate, current RAID log and executive status view.

Solution

Converts scattered project updates into one consolidated executive status report with RAG status and a structured RAID log.

Benefit

Replaces a manual weekly compilation task with an automated, always-current status view for leadership.

Planned

Vendor & SOW Governance Extractor

Problem

Key vendor contract terms — renewal dates, obligations, risk clauses — are easy to lose track of across dozens of SOWs and contracts.

Solution

Extracts key terms, renewal dates, and risk flags directly from vendor contracts and SOWs.

Benefit

Reduces missed renewals and contract risk by surfacing critical terms automatically instead of relying on manual contract review.

Contact

Let's talk.

Open to advisory conversations, leadership roles, and collaborations across financial services and technology.

+1 (984) 329-4148

Credit Suisse APAC Star Award — Best PMO Team.